See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,567 | $105,860-83.4% | $90,749-80.6% | $134,475-86.9% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -13.56% | -11.01%-2.5pp | -12.16%-1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $921 | $3,462-73.4% | $2,921-68.5% | $4,740-80.6% |
| Participant deferral / active EE | $2,592 | $5,216-50.3% | $4,564-43.2% | $6,400-59.5% |
| Admin fee / account holder | $1,826 | $13,938-86.9% | $8,445-78.4% | $11,426-84.0% |